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How much MORE MONEY would you have if you could easily…
1: Get more leads
Automated social media posts, integrated lead generation features, and referral tools grow your marketing list effortlessly.
3: Turn prospects into appointments
Drip marketing content includes a Call-To-Action that encourages prospects to schedule an appointment with you – right away, while they’re hot.
5: Do more business with your clients
Diverse marketing content cross-sells for you and makes your clients aware of planning opportunities.
7: Turn clients into referral sources
All marketing content includes referral tools, and reminds your contacts to forward the piece to a friend or family member who might benefit from the information, and constantly positions you as an educational resource.
2: Turn leads into prospects
Automated drip marketing campaigns continue to educate your prospects on how to make smart choices with their money by working with you, the professional.
4: Turn appointments into clients
Marketing content educates your prospects about insurance, finance, retirement, taxes, etc. so that when they’re ready to meet, they’re ready to buy.
6: Grow relationships with your clients
Keep in touch with your clients in a meaningful way by using birthday emails, holiday greetings, annual review reminders, and more automatic campaigns.
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Real Wealth® Premier Member since 2009
How much MORE TIME would you have if…
• Compelling, relevant, educational marketing content were created and shared with your contacts.
• Your social media profiles were fresh with new posts almost daily.
• Your prospects were prioritized into a list of ‘most likely to do business.’
• You could easily see what line of business each prospect is most interested in.
• Your new clients received a ‘Welcome’ email from you.
• Your existing clients received a birthday email, holiday greetings, annual review reminders, and more.
• All the items above were pre-approved by your compliance department, and delivered for you automatically.
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Words of Encouragement
Part One of your service:
The Real Wealth® Marketing System
Part Two of your service:
The Power Session LIVE Webinar Series
Browse the Power Session LIVE Webinar Library to see thousands more testimonials from each monthly session.
How many MORE SALES would you close if…
• You regularly trained with the top 1% of advisors in the world
• You knew how to sell what your clients want to buy
• You were aware of industry trends, and how to take advantage of them
• You had access to cutting edge tools and resources both for you in your business, and for your clients as a value-add.
Sign up to close more sales.
Sign up for your Marketing Service now:
$250 one-time setup fee
Features included in your
Real Wealth® Marketing service:
|Monthly Power Session LIVE Sales Training Webinars|
|Power Session LIVE Webinar Library on-demand access|
|Discounts for unique industry tools & resources|
|Discounts to attend the Real Wealth® Advisor Symposium|
|Complete compliance approval service for campaigns and content created by Real Wealth® for advisors associated with our existing Compliance Partners. Not listed yet? We will set up a process with your compliance department at no additional charge.|
|Weekly sales idea that pertains to each week’s particular topic|
|1 weekly pre-written email|
|5 weekly pre-written social media posts optimized for Facebook|
|5 weekly pre-written social media posts optimized for LinkedIn|
|5 weekly pre-written social media posts optimized for Twitter|
|Personal Marketing Consultation with experienced Real Wealth® Advisor Success Coach upon setup, and each quarter|
|Personal branding on all marketing content|
|Easy-to-use compliance tool for any edits made to Real Wealth® content or self-made content within Marketing System|
|Automatic distribution of personalized weekly and monthly marketing content (includes 1 email & 45 social posts)|
|Automatic distribution of personally branded Happy Birthday emails|
|Automatic distribution of personally branded Happy Anniversary emails|
|Automatic distribution of personally branded Annual Review/Thank You emails|
|Automatic distribution of personally branded Holiday Greeting emails (17 available)|
|Lead scoring technology to track highly-engaged prospects|
|Lead notification system to notify you of the prospects you want to follow up with most|
|Embeddable marketing content widget for your existing website to increase SEO|
|Integrations with popular CRMs for automatic data updates and contact transfers to marketing system and prospecting campaigns|
|Access for you and your team to Real Wealth® Marketing System to create your own campaigns, design professional emails, schedule social media posts, and more|
|Automation bot: Contact-triggered automations that offer an impressive, seamless experience for your prospects & clients|
|Contacts can self-subscribe to either weekly or monthly educational marketing content campaigns – both are personally branded and automatic for you|
|30 day free trial of the Sales Intel Engine lead generator|
|Optional pre-made specialty campaigns to choose from, and options to have the experienced Real Wealth® Marketing Team create a custom campaign for you (additional charges apply)|
|Includes up to 1,000 contacts in the Real Wealth® Marketing System ($20/mo for each additional 1,000 contacts)|
|The satisfaction of being able to educate your community on topics that will help them live a more fulfilling life, without having to quit your day job to be a full-time marketer.|
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Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.